How can I foresee the next periods based on my scheduled transactions?

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  • Updated 4 years ago
I have some semi-monthly envelopes and I have also scheduled transactions to fill them with my scheduled incomes but I need to foresee the next periods in order to know how much money I would have if nothing else changed.
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Martín Chávez

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Posted 4 years ago

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Karisa Russell, Official Rep

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Hi Martin, 

That's a good question. Unfortunately, Scheduled Envelope fills will not appear in the Envelopes running balance until the fill posts. So, there is no way to see what your Envelope's balance will look like in the future. 

Did that answer you question? 

Thanks, 
Karisa
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Martín Chávez

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Hi Karisa,

Yes, it did but that's sad because I am giving a chance to this tool and I really need that feature :( It's a shame. I hope it be implemented someday. Thanks.

(Edited)
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Karisa Russell, Official Rep

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Hi Martin, 

Unfortunately, we are not working on this feature right now. However, instead of being able to view the running balance of individual Envelopes before a Scheduled Fill posts, you can see the running balance of the Account. I know it's not exactly what you want, but you may find it useful. 

You can view the running balance of your Account on the web by clicking on the Account's tab and selecting the Account that you would like to view. There, you'll be able to see all of your Scheduled Transactions for that Account and what your Account balance will be once that Scheduled Transaction posts. 

Hope this helps, 
Karisa